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Current Employers
Hurlow Wealth Management Group, Inc.

3925 Hagan St. Suite 300, Bloomington, IN 47401 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2016-05-02
  • IN RA
    APPROVED
    Since 2016-05-02

Branch Locations

3925 Hagan St. Suite 300, Bloomington, IN 47401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hurlow Wealth Management Group, Inc. Bloomington IN 05/2016 01/2019
Hurlow Wealth Management Group, Inc. Bloomington IN 01/2019 Present
Previous Registrations
Other Businesses

H&C Real Estate Holding, LLC; not investment related; 3925 Hagan Street, Suite 300, Bloomington, IN 47401; purchase and development of real-estate; Partner; 5 hours per month; no hours during securities trading hours; development of real-estate property to be leased to Hurlow Wealth Management Group, Inc. Junior Achievement of Central Indiana; Not Investment Related; 7435 N. Keystone Avenue, Suite B, Indianapolis, IN 47401; Non Profit career exploration, employability/life skills, entrepreneurship, financial literacy and philanthropy for young children; Board Member, Chairman of Investment Committee, Member of Executive Committee; 01/01/2020 ; 2 hour per month, no hours during securities trading hours ; Review investment portfolio reports, discuss asset allocation and performance, and vote on decisions regarding the investment portfolio. Attend board meetings to discuss important organizations goals and initiatives and review the budget. Attend Executive Committee meeting every other month and vote on important matters relating to the running of the organization. 3rd and Smith East Association; not investment related; 3925 Hagan St, Bloominton, IN 47401; Treasurer; 12/01/2023; 1 hour per month none during securities trading hours; Provide oversight of financial statement and approve transactions for the association.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-28
  • S66 Uniform Combined State Law Examination
    2009-07-28
Designations
Other Names
  • Mike Carson
  • Michael J Carson

View on SEC IAPD

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